Business Details
9 Years
experience
Professional Accounting Services in Pakenham
HBT Advisory is a CPA-accredited accounting practice based in Pakenham, Victoria, dedicated to empowering individuals and small to medium businesses through tailored financial solutions. With over 15 years of combined experience, our team of Certified Practising Accountants and Registered Tax Agents specializes in tax minimization, business growth strategies, and cloud accounting technologies. We prioritize proactive advice, leveraging Xero and QuickBooks platforms to deliver real-time financial insights that drive informed decision-making.Our commitment to continuous professional development ensures compliance with evolving tax legislation while maintaining a client-centric approach focused on trust, reliability, and long-term financial success. By combining technical expertise with personalized service, we help clients navigate complex tax systems, optimize cash flow, and achieve both personal and business financial goals.
Services
Tax Planning
Cloud Accounting
Business Setup
Fixed Fee Billing
Individual Tax Returns
Details
- Year established: 2017
Highlights and features
- 15+ years of specialized tax and accounting expertise
- Certified cloud accounting specialists (Xero, QuickBooks)
- Proactive tax minimization and business growth strategies
- CPA-certified team with ongoing professional development
- Personalized client education and transparent communication
Associations and certifications
- Certified Practising Accountants (CPA)
- National Tax & Accountants Association (NTAA)
- Registered Tax Agents
What people say
Professional and knowledgeable
Quick and efficient service
Thorough tax advice
Proactive support
Highly recommended
Services
Tax Planning
Our tax planning services help individuals and businesses optimize financial outcomes through legitimate tax minimization strategies. We analyze income streams, investments, and business structures to identify deductions and credits while ensuring ATO compliance. Clients benefit from annual tax position reviews and forward-looking strategies that align with changing legislation.
Cloud Accounting
Cloud accounting implementation provides real-time financial visibility through platforms like Xero and QuickBooks. We configure systems for automated reporting, cash flow tracking, and multi-device access. This service enables data-driven decisions while reducing manual bookkeeping through seamless integration with banking and payroll systems.
Business Setup
We guide clients through business entity selection, ABN registration, and tax structure optimization. Our setup service includes ASIC compliance, GST registration, and initial accounting system configuration. We ensure new businesses establish proper financial frameworks for long-term compliance and growth.
Fixed Fee Billing
Our fixed-fee model offers transparent pricing for ongoing accounting services. Clients receive detailed service scopes and monthly payments based on tailored packages. This approach eliminates unexpected costs while providing comprehensive tax and compliance support throughout the financial year.
Individual Tax Returns
We prepare accurate personal tax returns for salary earners, investors, and contractors. Our service identifies eligible deductions, ensures compliance with ATO requirements, and provides tax position analysis. Clients receive strategic advice to optimize future returns while minimizing audit risks.
People
Andrew Harper
Director & Founder
With 15+ years in public practice, Andrew specializes in business taxation and growth strategy. A CPA member and Xero Certified Advisor, he focuses on tax minimization and technology-driven financial solutions for SMEs.
Erin Lesina
Accountant
Erin brings 10 years of accounting experience, specializing in business tax compliance and financial reporting. As a CPA member, she supports clients with strategic tax planning and operational efficiency improvements.
Jonelle Gale
Accounting Assistant
Jonelle manages day-to-day accounting operations and individual tax returns. Her expertise in Xero systems and client administration ensures smooth processing of compliance work for business and personal clients.
Questions
What accounting services does HBT Advisory offer?
We provide tax planning, business accounting, cloud accounting integration, SMSF tax returns, BAS/IAS lodgements, and business structure advisory services.
Do you specialize in small business accounting?
Yes, we focus on SMEs, offering fixed-fee billing, cashflow management, and growth strategy consultations tailored to small business needs.
Are you certified cloud accounting experts?
Our team holds Xero Gold Partner status and QuickBooks Advanced Certification for delivering cloud-based financial solutions.
How do you handle tax compliance?
We ensure ATO compliance through accurate tax return preparation, audit support, and ongoing tax obligation management for individuals and businesses.
What areas do you service?
We operate in Pakenham, Melbourne's South Eastern Suburbs, and regional Gippsland, with remote support available Australia-wide.
